Google Cloud Next 2026 Bets The Agentic Enterprise On Specialized Silicon

Google Cloud Next 2026 unveiled split TPU 8t and 8i chips, an Agentic Data Cloud and a $185 billion capex bet that the ...

Companies Are Rushing to Deploy AI Agents. The Smart Ones Are Doing Something Crucial First

AI agents are set to transform the workplace, but companies need to take a key step to ensure success. Michael Treacy, the ...
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Oracle expands AI database tools with Google Cloud integration

Oracle has deepened its Google Cloud partnership with the launch of its AI Database Agent for Gemini Enterprise, enabling natural language interaction with governed Oracle data. The tool aims to ...
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Oracle and Meta unveil major AI-cloud integration moves

Oracle and Meta have announced significant expansions of their cloud partnerships, deepening AI integration into enterprise operations. Oracle introduced a natural language AI database agent on Google ...

Dell's AI Moment: Why Inference And CPUs (Not GPUs), Is Driving The Next Growth Cycle

Dell (DELL) upgraded to Buy as AI infrastructure and inference drive growth. Valuation remains attractive with FWD P/S below ...